Oakwell Private Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,028	Closed	-$284K	–	60
2023 Q2	$284K	Buy	6,028 +565	+10%	+$26.6K	0.12%	51
2023 Q1	$260K	Sell	5,463 -644	-11%	-$30.6K	0.12%	55
2022 Q4	$287K	Buy	6,107 +179	+3%	+$8.41K	0.14%	51
2022 Q3	$273K	Buy	+5,928	New	+$273K	0.15%	53